MWM
ELV icon

Modera Wealth Management’s Elevance Health ELV Stock Holding History

Modera Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Sell
30,119
-464
-2% -$172K 0.12% 120
2026
Q1 		$8.95M Sell
30,583
-736
-2% -$242K 0.11% 135
2025
Q4 		$11M Sell
31,319
-3,416
-10% -$1.15M 0.13% 119
2025
Q3 		$11.2M Sell
34,735
-264
-0.8% -$82.1K 0.13% 114
2025
Q2 		$13.6M Buy
34,999
+11,220
+47% +$4.51M 0.17% 107
2025
Q1 		$10.3M Sell
23,779
-155
-0.6% -$62.2K 0.14% 120
2024
Q4 		$8.83M Buy
23,934
+69
+0.3% +$28.9K 0.11% 132
2024
Q3 		$12.4M Sell
23,865
-79
-0.3% -$42.2K 0.16% 103
2024
Q2 		$13M Sell
23,944
-145
-0.6% -$76.6K 0.19% 96
2024
Q1 		$12.5M Buy
24,089
+380
+2% +$189K 0.19% 95
2023
Q4 		$11.2M Buy
23,709
+1,337
+6% +$618K 0.19% 99
2023
Q3 		$9.74M Buy
22,372
+439
+2% +$199K 0.18% 104
2023
Q2 		$9.74M Buy
+21,933
New +$10.1M 0.18% 107
2022
Q1 		– Sell
-949
Closed -$440K – 422
2021
Q4 		$440K Buy
+949
New +$399K 0.02% 305

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Modera Wealth Management's ELV Position: Q2 2026 in Review

Modera Wealth Management reduced its Elevance Health (ELV) stake by 1.5% in Q2 2026, selling an estimated $172K and leaving 30,119 shares worth $11.6M. The position accounts for 0.12% of the portfolio, ranked #120.

Modera Wealth Management first reported a position in ELV in Q4 2021 and has held it in 14 quarters since. The position peaked at $13.6M in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Modera Wealth Management held 30,119 shares of Elevance Health worth $11.6M as of Q2 2026.
  • Modera Wealth Management sold 464 Elevance Health shares in Q2 2026, an estimated $172K.
  • Elevance Health made up 0.12% of Modera Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Modera Wealth Management first reported a position in Elevance Health in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's Elevance Health position peaked at $13.6M in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.